Financial operations dashboard
An internal financial ops dashboard with role-based views and vendor API integrations.
- Industry
- Financial platforms
- Client
- Anonymised
- Type
- Custom software
Problem
What was breaking before the build.
Analysts pulled exports from multiple vendors into spreadsheets that diverged by midday.
Solution
What we designed and shipped.
A secured dashboard with scheduled ingestion, reconciled views by role and audit logging on sensitive actions.
Outcome
What changed for the people running the system.
Ops works from a shared source of truth; access is limited by role instead of shared passwords on files.
How we work
-
Scope before code
We write what is being built, what is excluded, integrations, dates and cost basis before the build starts. Changes get quoted before they get coded.
-
Talk to the people doing the work
You meet named engineers and designers. There is no account manager translating technical questions in both directions.
-
Working software every two weeks
Increments land on staging you can open and use. Progress you can click on beats progress in a status report.
-
You own everything
Repository, cloud account, domains and credentials stay yours. We work in your accounts wherever possible.
Explore further
FAQ
Short answers drawn from this case study.
What problem did the financial platforms case study address?
Analysts pulled exports from multiple vendors into spreadsheets that diverged by midday.
What did Three Index build?
A secured dashboard with scheduled ingestion, reconciled views by role and audit logging on sensitive actions.
What changed for the team running the system?
Ops works from a shared source of truth; access is limited by role instead of shared passwords on files.
Tell us what you are trying to build.
Send a short description of the project. You will get a reply from someone technical — with questions worth answering, not a brochure.